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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Atalan Capital Partners
1876
Atalan Capital Partners
New York
USD 1302 M +USD 250 M +24% 21.5% 319% 12 25% 1.6
Kathmere Capital Management
1877
Kathmere Capital Management
Pennsylvania
USD 1300 M +USD 122 M +10% 6.81% 68.3% 511 19.77% 1.8
Adventist Health System Sunbelt Healthcare Corp
1878
Adventist Health System Sunbelt Healthcare Corp
Florida
USD 1300 M -USD 1221 M -48% 5.47% 29.1% 24 20.83% 3.2
YHB Investment Advisors
1879
YHB Investment Advisors
Connecticut
USD 1295 M +USD 98.2 M +8% 10.1% 96.2% 305 6.89% 5.6
Next Century Growth Investors
1880
Next Century Growth Investors
Minnesota
USD 1294 M +USD 170 M +15% 26.6% 447% 136 19.12% 1.9
Transcend Capital Advisors
1881
Transcend Capital Advisors
New Jersey
USD 1294 M -USD 100 M -7% 7.75% 71.6% 722 31.44% 2.3
YCG LLC
1882
YCG LLC
Texas
USD 1294 M +USD 17 M +1% 5.4% 27% 38 5.26% 6.8
Beaird Harris Wealth Management
1883
Beaird Harris Wealth Management
Texas
USD 1292 M +USD 116 M +10% 6.61% 41.3% 642 24.14% 1.8
Hemenway Trust Hemenway Trust
1884
Hemenway Trust Hemenway Trust
New Hampshire
USD 1292 M +USD 64.2 M +5% 7.46% 87.2% 134 10.45% 6.4
Nixon Peabody Trust
1885
Nixon Peabody Trust
Massachusetts
USD 1291 M +USD 113 M +10% 12.2% 101% 157 8.28% 3.2
Alaska Permanent Capital Management
1886
Alaska Permanent Capital Management
Alaska
USD 1290 M +USD 104 M +9% 6.35% 42.8% 41 24.39% 4.3
Lutz Financial Services
1887
Lutz Financial Services
Nebraska
USD 1288 M +USD 66.7 M +5% 4.32% 35.3% 98 4.08% 4.3
Cahaba Wealth Management
1888
Cahaba Wealth Management
Georgia
USD 1287 M +USD 78.4 M +6% 6.91% 45.2% 162 13.58% 4.1
Leo Wealth LLC
1889
Leo Wealth LLC
Texas
USD 1286 M +USD 590 M +85% 8.79% – 401 36.91% 0.9
Journey Advisory Group
1890
Journey Advisory Group
Kentucky
USD 1286 M +USD 63.7 M +5% 6.64% 66.2% 295 13.22% 2.5
Lee, Danner & Bass
1891
Lee, Danner & Bass
Tennessee
USD 1286 M +USD 49.1 M +4% 6.02% – 229 6.55% 7.4
Mark Asset Management
1892
Mark Asset Management
New York
USD 1284 M +USD 251 M +24% 29.1% 325% 64 37.5% 2.2
Nuance Investments
1893
Nuance Investments
Missouri
USD 1284 M -USD 239 M -16% 1.5% 3.13% 53 20.75% 2.4
ACM
1894
Ashe Capital Management
New Jersey
USD 1283 M +USD 165 M +15% 16.4% 70.7% 7 0% 6.3
Ally Invest Advisors
1895
Ally Invest Advisors
North Carolina
USD 1283 M +USD 115 M +10% 7.58% 41.1% 76 6.58% 2.7
Private Wealth Partners
1896
Private Wealth Partners
California
USD 1282 M +USD 74.6 M +6% 12.1% 132% 185 18.38% 4
Forest Avenue Capital Management
1897
Forest Avenue Capital Management
Florida
USD 1282 M +USD 550 M +75% 44.4% 415% 19 31.58% 0.9
Mount Yale Investment Advisors
1898
Mount Yale Investment Advisors
Colorado
USD 1282 M +USD 115 M +10% 9.36% 81.9% 1,519 66.49% 1.1
Gilead Sciences
1899
Gilead Sciences
California
USD 1280 M +USD 98.9 M +8% 14.1% – 14 0% 0.5
Himension Capital (Singapore)
1900
Himension Capital (Singapore)
Singapore
USD 1280 M +USD 109 M +9% 28% 492% 70 25.71% 1